Lam Research Receives $245.35 Consensus Target Price

Analysts give semiconductor equipment maker a 'Moderate Buy' rating on average.

Mar. 22, 2026 at 8:22am

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Lam Research Corporation (NASDAQ:LRCX) has received a consensus recommendation of 'Moderate Buy' from the 35 brokerages covering the firm, with an average 12-month target price of $245.35. The company's stock has been the subject of several research reports, with analysts citing its strong financial performance and market position in the semiconductor equipment industry.

Why it matters

Lam Research is a leading supplier of wafer fabrication equipment and services to the semiconductor industry. The consensus target price and 'Moderate Buy' rating from analysts suggest the company is well-positioned to benefit from ongoing demand for semiconductor manufacturing equipment, particularly as chipmakers invest in advanced node processes and new device architectures.

The details

The 35 brokerages covering Lam Research have issued a range of ratings, with 28 buy recommendations, 6 hold ratings, and 1 strong buy. Analysts have cited the company's strong financial results, including a 22.1% year-over-year increase in revenue during the most recent quarter. Lam Research has also provided Q3 2026 guidance in the range of $1.25-$1.45 earnings per share.

  • Lam Research last reported earnings on January 28, 2026.
  • The company will pay a quarterly dividend of $0.26 per share on April 8, 2026 to shareholders of record as of March 4, 2026.

The players

Lam Research Corporation

A global supplier of wafer fabrication equipment and services to the semiconductor industry, headquartered in Fremont, California.

David K. Lam

The founder of Lam Research Corporation.

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